Original title: rise! The price of chips has soared to 5 times, from "can't buy" to "can't afford" Source: CCTV Finance
Up! The price of some chips soared to 5 times! From "can't buy" to "can't afford"! More than a hundred industries around the world have been hit. .
Lack of chip! Chip shortage! This domino is being transmitted across the global industrial chain. And every card falls down, causing a new chain reaction. As many as 169 industries around the world are partly affected by chip shortages, from cars, steel products, concrete production to air conditioning and even soap production, according to a new study by Goldman Sachs.
The "chip crisis" continues to hit more than 100 industries around the world.
A car uses hundreds or even thousands of chips, and the lack of one will make the whole car impossible to produce. Recently, the global auto industry has collectively fallen into a "shutdown wave". Many well-known car companies, such as Ford, Suzuki, Volkswagen America, Toyota, Honda and so on, have issued plans to suspend factory production lines.
Jose Munoz, North American CEO of Hyundai Group of Korea: chip shortage affects everyone, and we are no exception.
Executives are even more panicked by the "chip shortage". Some executives even went straight to the chipmaker's doorstep.
The "lack of core" is not only the automotive industry, now, the impact of the "chip shortage" has spread to all kinds of enterprises.
Liu Zongbao, general manager of an international network communications manufacturer: next month, my order is estimated to be 80 million US dollars. I now estimate that it is only about 70 million US dollars. The difference of 10 million US dollars may be a shortage of some chips.
Liu Zongbao's enterprise is a large-scale network communications manufacturer, producing routers and other products are mainly sold to Europe and the United States, Asia-Pacific and other regions. Nowadays, affected by the shortage of chip supply, enterprise shipments have been seriously restricted.
According to the latest Goldman Sachs research report, as many as 169 industries around the world have been hit by chip shortages to some extent, including steel products, concrete production, air conditioning manufacturing, beer brewing, soap production and many other industries.
With the aggravation of the global "lack of core", it is imperative to raise prices. "can not buy" and "can not afford" has become a common dilemma faced by many downstream enterprises.
Li Weiqun, Deputy General Manager of an Intelligent Technology Co., Ltd.: there is a chip made in Germany. Last year, the price was 3.5 yuan, but this year it has risen to 16.5 yuan, nearly five times the price of the previous chip.
The frequent occurrence of "black swan" chips around the world has encountered "dystocia".
The global "core shortage" began at the end of 2020 and is becoming more and more serious. A number of industry experts have said that the global chip supply chain will not be normalized until at least 2022. What is the cause of the "chip shortage"?
In early June, shopping malls and most businesses in Malaysia closed, and the country began its second almost total blockade in response to the worsening COVID-19 epidemic. Some analysts believe that this is likely to aggravate the global chip shortage problem, which is already very serious. Malaysia is the seventh largest semiconductor export center in the world. More than 50 semiconductor companies worldwide have invested in Malaysia, covering almost all semiconductor giants.
Liu Xingliang, member of the Information and Communications Economic expert Committee of the Ministry of Industry and Information Technology: southeast Asia accounts for a large proportion in the field of closed testing of chips, of which Malaysia accounts for 13%. The current epidemic like Malaysia, as well as the extremely cold weather in the United States and the fire in Japan, will have a great impact on the entire global chip industry chain.
On the other hand, as a result of the epidemic, many processing plants around the world are unable to open as scheduled, home work and online training have become the norm in many areas, and the demand for consumer electronics products has soared. HP's sales in consumer PCs and commercial and consumer printers both grew by more than 70 per cent year-on-year, according to HP data for the second quarter of fiscal 2021.
In addition, the rapid upgrading of global smart devices has also greatly increased the demand for chips. Take Xiaomi mobile phone Note10 Pro as an example, a total of 114 chips are used, as long as one chip is not in place, the phone may not be produced.
Lu Weibing, president of Xiaomi Group in China: a 5G mobile phone needs about twice as many chips and production capacity as a 4G mobile phone, so the rapid development of 5G mobile phones, the high demand for chips is a very important reason.
This is especially true in the auto industry. According to the international data company IDC, the global automotive semiconductor market revenue will be about US $31.9 billion in 2020 and will reach about US $42.8 billion by 2024, among which the market share of special-purpose chips and analog IC chips will continue to expand.
In terms of the value of cars, according to statistics, the average chip content of each car is $350. the content of pure electric vehicles can reach $770. for high-end electric vehicles, the chip content can exceed $1500, five to six times the current basic type of cars.
Song Zifeng, director of the research office of the Ministry of Industry of the Development Research Center of the State Council: the increasing demand for smart equipment and online, and the acceleration of digital and intelligent transformation have led to a sharp pull in the demand for chips.